Retirement plan

JAG FORMS NORTHWEST, INC. PROFIT SHARING PLAN

Name: JAG FORMS NORTHWEST, INC. - JAG FORMS NORTHWEST, INC. PROFIT SHARING PLAN (2022) Form 5500
Creator: JAG FORMS NORTHWEST, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, JAG FORMS NORTHWEST, INC. PROFIT SHARING PLAN, JAG FORMS NORTHWEST, INC.

JAG FORMS NORTHWEST, INC.EIN 20-0069252Plan #001PY 2022

PO BOX 22897 - MILWAUKIE, OR 97269503-656-6066

Prospect flagsHigh assets / participantLow fidelity bond

How to read this page

Total assets (EOY)

$1.8M

-8.2% from 2021

Total participants

0.0% from 2021

Average account balance

$880,860

-8.2% from 2021

Annual return

-10.95%

-20.89 pp from 2021

Benchmarks

See 8,668 peers

Peer group

Industry32 - Manufacturing

Plan typeDefined contribution

Participants<25

Cohort8,668 peers

Snapshot2022

Free accounts unlock saves, downloads, and 3-year history.

Analytics

Total assets (EOY)

Plan-year ending balance

$2.56M

Not enough data

1 years with asset history on file

Average account balance

Total assets / participants with a balance (line 6g)

$1.3M

Not enough data

1 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

Not enough data

1 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

100.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$26K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$13K

Not enough data

1 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+14.22%

Not enough data

1 years with return on file

Admin fee / account holder

Total admin expenses / participants with a balance (line 6g)

$8211

Not enough data

1 years with admin cost on file

Asset composition

Cash / stocks / bonds / mutual funds / real estate / loans over time

Not enough data

0 years with F_SCH_H allocation on file

Free accounts unlock saves, downloads, and 3-year history.

Service providers

Providers data not reported

Schedule C was not filed on this plan's most recent Form 5500, so no compensated service providers are available to display.

Plan features & details

Pension benefit codes2E2J3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
2J
Code section 401(k) feature
Cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan under which employees may elect to defer part of their compensation or receive these amounts in cash.
3D
Pre-approved pension plan
A master prototype or volume submitter plan that is the subject of a favorable opinion or advisory letter from the IRS.

Opportunity flags

2 tripped

ComplianceLow fidelity bond
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
InformationalHigh assets / participant
Assets per participant exceed $250,000 - top-decile high-value plan.

Expense breakdown

Schedule H Part II

Admin total

$91

$46 / participant

Other / not subdivided$91100.0%

% of EOY assets

0.005%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

No opinion code on file for this filing.

Auditor firm: (not reported)
Auditor EIN: -
Audit fees: (not subdivided)
Opinion code: -

Metric

This plan

Peer set

Industry

Size

Avg account balance

$880,860

$105,853+732.2%

$90,752+870.6%

$134,493+554.9%

Participation rate

100.0%

78.2%+21.8pp

75.7%+24.3pp

81.2%+18.8pp

Annual return

-10.95%

-10.99%0pp

-12.16%+1.2pp

418.01%-429.0pp

Employer contribution / active EE

$10,484

$3,462+202.8%

$2,921+258.9%

$4,740+121.2%

Participant deferral / active EE

$15,900

$5,216+204.9%

$4,564+248.3%

$6,400+148.4%

Admin fee / account holder

$46

$13,938-99.7%

$8,446-99.5%

$11,425-99.6%

JAG FORMS NORTHWEST, INC. PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

JAG FORMS NORTHWEST, INC. PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion